Defending the 4% Rule for Retirement
Anyone in the Retire Sooner family—readers of my books and articles and listeners to my podcast and radio show—knows how passionate I am about the 4 Percent Rule. Discovered in 1994 by an MIT aeronautics and astronautics graduate turned Certified Financial Planner (CFP®) named William Bengen, this rule of thumb calculated actual stock returns and […]
#184 – How To Stay A Millionaire, And Other Lessons From The Millionaire Next Door
In today’s episode, Wes points out that the population of mini-millionaires is growing and that society’s perception of them isn’t always very accurate. Producer Mallory Boggs joins to discuss this latest variant of what authors Thomas Stanley and Bill Danko originally coined, The Millionaire Next Door. They elaborate on five habits that this cohort tends to […]
#183 – Protecting Your Finances with Amy Nofziger
On today’s episode, Wes sits down with a woman who has dedicated her life to finding ways to protect retirement assets. As the director of victim support for the AARP Fraud Watch Network, Amy Nofziger has nearly two decades of experience in fraud prevention and victim support. A certified fraud examiner, she’s worked with the […]
#182 – Revisiting One Trick To Change Your Relationship With Money From Ken Honda
Is your relationship with money holding you back from finding financial success? Many of us have a rocky relationship with money, but if we looked at our capital from a different perspective this could possibly change our outlook and relationship with money. To aid us in improving our connection with our funds and uncover the […]
Do You Want to Become the Millionaire Next Door?
When you think of a millionaire, what do you see? A butler selecting from an identical lineup of tuxedos parading along a conveyor belt in a closet that smells of rich mahogany? A personal assistant slipping diamond-laced Louboutins over the freshly exfoliated heels of an elegant woman? If these descriptions match your imagination, you’re not alone. But […]
#181 – The Age Wave with Ken Dychtwald
When Betty White died in 2021, we were somehow surprised. Even at 99-years-old, it felt like she was gone too soon. Smokey Robinson just released a new album at 83 years of age. Martha Stewart posed in a bathing suit on the cover of Sports Illustrated at 81. How we think about aging is much different than […]
10 Financial Catalyst Events That Could Impact Your Happy Retirement Planning
Change is part of life. There’s no avoiding it, and the energy spent trying is wasted. As we plan for retirement, it’s essential that we accept this reality and make the most of what’s thrown at us. With the right attitude, change doesn’t have to be a bad thing. We previously covered ten lifestyle catalysts […]
#180 – Revisiting Five Financial Secrets Of The Happiest Retirees
Although numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the fulfilling retirement you’ve always dreamed of and being able to fund your additional interests. In this episode, Wes breaks down the five financial secrets of the happiest retirees based on research from his latest book, […]
10 Lifestyle Catalyst Events That Could Impact Your Happy Retirement Planning
Life is unpredictable. One of the very few things we can count on as we plan for retirement is that change will be constant. We may kick and scream at first, but eventually, it becomes clear that life’s twists and turns do not require our approval. Our only move is to accept them, and lean […]
#179 – Unretirement, Purpose, and a Paycheck—How Older Workers Can Create a Stronger and More Vibrant Economy with Chris Farrell
The term “Unretirement” is popping up more and more these days, and Chris Farrell literally wrote the book on it. After years of studying and reporting on the economy for PBS Next Avenue and Bloomberg Businessweek, Chris’ latest book, Purpose and Paycheck, further drives home the point that, at our core, humans have a deep need to […]
